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Sompo Holdings, Net Income Forecast for the Fiscal Year Revised Upward by 61%, Highest in Two Terms

Wed Nov 19, 2025 4:00 pm JST Earnings

8630 Sompo Holdings, Inc. 【J-GAAP】

Earnings Report

Sompo Holdings, Inc. <8630> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 19th (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 360 billion yen, an increase 97.4% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 61.2%, from the previous forecast of 335 billion yen to 540 billion yen (compared to 243 billion yen in the previous period), increasing the growth rate from 37.8% to 2.2 times, reaches new record high for the first time in two terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to surge 3.0 times that of the same period last year, reaching 179 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 6.1 times that of the same period last year, reaching 241 billion yen.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 2,659,605 ー 181,061 131,525 132.3 37.1 Nov 17, 2023 J-GAAP
Apr - Sep, 2024 2,580,943 ー 222,228 182,577 185.9 67.3 Nov 19, 2024 IFRS
Apr - Sep, 2025 2,644,451 ー 465,372 360,428 390.0 ー Nov 19, 2025 IFRS
YoY +2.5% － +109.4% +97.4% +109.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 75 May 20, 2025 IFRS
Apr - Sep, 2025 Results 2,644,451 ー 465,372 360,428 390.0 75 Nov 19, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー ー 335,000 369.7 150 May 20, 2025 IFRS
Mar, 2026 New ー ー ー 540,000 596.0 150 Nov 19, 2025 IFRS
Revision Rate － － － +61.2% +61.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 2,872,826 ー 108,051 60,555 62.5 76 May 20, 2025 IFRS
Oct - Mar, 2025 Guidance ー ー ー 179,572 198.2 75 Nov 19, 2025 IFRS
YoY － － － +196.5% +217.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 4,933,646 ー 488,034 416,054 419.8 100 May 20, 2024 J-GAAP
Mar, 2025 5,453,769 ー 330,279 243,132 250.9 132 May 20, 2025 IFRS
Mar, 2026 Guidance ー ー ー 540,000 596.0 150 Nov 19, 2025 IFRS
YoY － － － +122.1% +137.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,332,224 ー 48,047 39,846 40.6 0.0 Nov 19, 2024 IFRS
Oct - Dec, 2024 1,570,078 ー 286,696 199,278 204.2 0.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 1,302,748 ー -178,645 -138,723 -143.2 0.0 May 20, 2025 IFRS
Apr - Jun, 2025 1,263,583 ー 150,820 118,593 127.4 0.0 Aug 14, 2025 IFRS
Jul - Sep, 2025 1,380,868 ー 314,552 241,835 261.7 0.0 Nov 19, 2025 IFRS
YoY +3.7% － +554.7% +506.9% +544.8%

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